Longview Financial Advisors, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $105 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Self I with a value of $13.5B, Rbb Fd Inc Us Treas 3 Month Bi with a value of $12.1B, Ishares Msci Intl Quality Fact with a value of $10.5B, Pacer Fds Tr Us Cash Cows 100 with a value of $10.3B, and Simpl Exch Traded Fds Sht Term with a value of $10.2B.

Examining the 13F form we can see an decrease of $26.3B in the current position value, from $131B to 105B.

Longview Financial Advisors, Inc. is based out at Huntsville, AL

Below you can find more details about Longview Financial Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $105 Billion
ETFs: $82.7 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $105 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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